Economic Outlook and Market Commentary As we begin 2023, it is essential to take stock of the economic and investment landscape. 2022 was marked by difficulties and challenges on multiple fronts. Inflation and high interest rates made their first appearance since the great financial crisis. The conflict in Ukraine weighed Read More >>
I’d wager that one of the media’s most used words recently is ‘unprecedented’. Indeed, there have been events that fit the definition – ‘a situation that has never happened, been done or been known before’ – rather well. However, the term is often misused. Since the beginning of 2022, the Read More >>
The aim of Financial Planning Week is to highlight the benefits of true financial planning, so let’s start by looking at why using a professional adviser can help you achieve your goals. Our sector is a minefield of jargon, misconceptions and myths, but if you are considering investing in your Read More >>
Financial Planning Week is a nationwide initiative to encourage more people to start conversations about money. To mark the occasion, we have produced a series of blogs giving different perspectives on the issue. Today, we’re looking at what we really mean when we talk about financial planning. Let’s arrange a Read More >>
Economic Outlook and Market Commentary Inflation We started the third quarter of 2022 with an inflation rate of 9.1% in the UK, with high hopes of a turning point on the horizon. Unfortunately, that was not the case. Inflation reached a high of 9.9% at the end of quarter three. Read More >>
Economic Outlook and Market Commentary Perseverance is something that investors have needed in abundance, realistically since early 2020. Investors have been under siege from headwind after headwind. First, the pandemic and national lockdowns saw the global economy grind to a halt, which unsurprisingly threw markets into their sharpest decline since Read More >>
A new tax year is upon us and it’s time to take a look at your finances to ensure you’re approaching the next 12 months in good shape. Whether you’re a regular or occasional saver, there are reliefs and allowances to be had and making use of them is essential. Read More >>
Economic Outlook and Market Commentary 2022 should have been the year we had been waiting for. After two years of uncertainty, caused by the pandemic, lockdowns and multiple false starts, it finally looked like things were finally going to return to normal. Sadly, the financial markets have faced challenges over Read More >>
As we lurch from one global disaster to another, you might be forgiven for thinking there’s no point worrying about how the financial markets performed last year. However, despite the unprecedented global challenges we face, the power of evidence-based investing can be seen in the outcomes for investors who chose Read More >>
As the dust settles on the Chancellor’s latest fiscal shake-up, let’s take a closer look at what the changes really mean for investors. Will you be cracking open a (cheaper) bottle of Prosecco to celebrate or drowning your sorrows in a (more expensive) pint? No change to key tax levies Read More >>
